See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,319 | $54,705-9.8% | $71,209-30.7% | $84,808-41.8% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 10.39% | 35.90%-25.5pp | 282.51%-272.1pp | 40.90%-30.5pp |
| Employer contribution / active EE | $1,319 | $2,158-38.9% | $2,721-51.5% | $2,631-49.9% |
| Participant deferral / active EE | $2,555 | $3,030-15.7% | $4,175-38.8% | $4,212-39.3% |
| Admin fee / account holder | $15,544 | $4,863+219.6% | $5,349+190.6% | $7,344+111.7% |